If you can’t find the link to your portal, need this years tax questionnaire, or have other FAQ – we have summarised the most popular requests here.
For anything else, just get in touch and we can help.
Are you an existing client with a question?
We have probably been asked it before, so check out our 10 most asked FAQ below
Where is the Client Portal?
Lost your link to the client portal? Don’t worry, here you go
I have forgotten my password
Don’t worry, this happens all the time. We have so many different passwords to remember now that it’s not surprising really, is it!
We don’t hold your password on file, so we can’t tell you what it is. However, all you have to do is click on the link to the portal, and then click on ‘forgotten password’ to get it reset.
If you are still having trouble, get in touch with us via the contact form on this page so that we can help you.
Where can I find the Questionnaire for my tax return?
I'm ready to get started on my tax return, what should I do next?
What documents do you need to complete my return?
Unfortunately we cannot provide a definitive list of documents as everyones circumstances are different, however our questionnaire gives guidance when you select the types of income that you have. Don’t worry, if we think we are missing documents when we complete your return we will let you know.
Who are my contacts?
We know it can be confusing to know who to contact, so just email firstname.lastname@example.org and we will ensure your email gets to the right person.
How can I pay you?
We like to make things as simple for you as possible, so we offer many payment methods, including – £ bank account, $ bank account, paypal, credit card, debit card. If you cannot find the details of how to make your payment in your preferred method, please email email@example.com and we can help.
Of you would prefer to pay your fees monthly in advance please email us on firstname.lastname@example.org and we can set up a direct debit for you.
Can I refer my friend?
Yes please – we would love to work with them. You will receive a £25 credit for each person you refer to us. Make sure they mention you when they get in touch, or better still send us an email introducing them. Thank you
Still need help?
Got a question that hasn’t been answered here? Drop us a message using this contact form and we’ll get you sorted.